Excel Financial is an independent fee-only investment advisory firm.
Unlike financial product vendors that masquerade as investment advisors, we have a fiduciary responsibility to serve the interests of our clients first -- always. Our relationships and interests are tied to those of our clients.
We accept no commissions and have no sales quotas, and thus have no corresponding conflicts of interest. Simply put, we succeed when our clients succeed.
"You should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same function as investment advisors. Many brokers call themselves 'financial consultants' or 'financial advisors'. But they are not the same as independent investment advisors... an investment advisor's fiduciary duty is on a higher plane, like that of a lawyer, a trustee, or the executor of an estate."
- Arthur Levitt, Former SEC Chairman